Investment Q&A

Q: Hi guys, I own the following with the respective total portfolio weightings. My TFSA is all CDN and RRSP is a mix of USD/CDN. When I rebalance, should I try and rebalance with respect to % of TFSA and % of RRSP or rebalance each holding as a percent of overall portfolio? If the latter, I would consolidate some of the holdings in my TFSA to bump up the individual weightings. Are there any obvious adjustments that I should make? I’m heavy on AAPL but have sold so much of it over the years I’m very tempted to let the remaining shares ride.
Please deduct as many credits as you see fit and many thanks for the excellent service you provide. The Q/A is invaluable as are the periodic market summaries. You’ve pulled me away from the panic button many, many times.
RESP:
VFV 1.30%
RRSP:
GOOG 4.78%
AYX 3.77%
AAPL 11.77%
BNS 5.26%
ENB 5.50%
GH 3.69%
XQQ 6.23%
JPM 4.80%
GUD 1.63%
NVDA 5.91%
DIS 3.25%
VXC 24.23%
TFSA:
ATD.B 1.96%
CAE 1.30%
WEED 0.48%
CSU 2.73%
GSY 1.94%
GC 1.59%
KXS 1.42%
LSPD 1.80%
MX 0.67%
PHO 1.14%
SHOP 2.69%

Q: I was very lucky to have purchased Disney the day before in jumped to $153.
unfortunately it has now returned to almost my purchase price of $138.
with the coronavirus affecting their parks in China and Hong Kong quite extensively, would you suggest selling and hoping to purchase later after the
medical disaster has been eradicated? or is there enough strength in the overall company to just wait and see what happens!
ed in Montreal

Q: would you consider Disney to be a buy here?

Q: Hello,
I have a full position of Disney in my investement account..I am down about 10% I had bought this for the long term..but I am wondering if I should sell it for a capital loss and perhaps come back later. Or should I wait for results..Can you tell me when they report..I was also thinking that the Coronavirus wouldn't go too well for disney but disney ++ will be good...Thanks.

Shyam

Q: I have no positions in any of the companies highlighted. I do want to add 3 of the 4 companies to my diversified growth portfolio over the next 30 day's.
Which 3 and why?
Thank you

Q: Hi,

Is there an ETF that focuses on the streaming wars - Disney, Amazon, Apple, Netflix, etc.

Q: I recently submitted a question asking what "sector" Costco and Disney were in "according to your sectors". You advised that Disney was Consumer Discretionary and Costco was Consumer Staples.
You do not have these sectors in your listings. You have Consumer Cyclicals and Consumer Non-Cyclicals. I am assuming it is one of these - could you please advise. I am aware that sectors have more than 1 description name but I am trying to keep to the sector names you have on your Summary List.
Thank you so much,
Margaret

Q: I recently asked you for 4-5 core picks for U.S. stocks and you kindly sent them to me that was appreciated. I am trying to keep my stocks organized by sector, which you have also helped me with and wondered what (based on your Sectors) Costco and Disney would be in?
Thank you so much
Margaret

Q: Hi,
I am really optimistic about the prospects for Dis at these levels low 150's would you be comfortable with a full position I already started a half position at appox 151.5. If you had a rating system what would you classify Disney as? B+ or A? Thank you.

Shyam

Q: What would be your current top 5 investments (canadian or US company stock) for a millenial investor for the long term?

Q: Hi Peter and Staff

Which sectors would they be in if on TSX?

Thanks for all you do
Dennis

Q: A first question on this Discovery, which has a fairly stale chart over five years. However, they have some significantly subscribed to channels including Discovery, Animal Planet, TLC and HGTV. With Apple, Amazon, Netflix and Disney vying for space and content, how would you rate DISCK as a takeover target? With a $15B market cap, I know APPL and AMZN could afford it, what about the others?

Thanks.

Q: Disney is up a lot today. Is it still a buy or a hold at this point?

Q: What would be a good company to buy shares in for a teenager for his first investment? It was mentioned before that it increases interest in investing if the teen knows about the company. I was thinking of Costco, Disney, Mcdonalds?
Would you be able to provide a top 3-4 names in Canada and 3-4 in the US as suggestions? Thanks

Q: Could you please comment briefly on earnings from the above three stocks. TTD seems to be getting hit, is it because YoY revenue growth is slowing slightly?

Q: Hi Peter
I’ve held Disney for 1 year and I think I’m going to let it go . Can you recommend a us company to replace it .

Q: Which ones does 5i like better for growth? How do they compare in terms of risk? Which one is better overall?
I ask because AAPL is hitting new all-time highs, whereas Disney has been drifting the past 6 months.

Q: am looking to invest $5000 (U.S.) in each of these stocks. However I am concerned about the daily volume for Elbit. Would you shy away from a stock just because this?
Ed in Montreal

Q: I am considering these companies to buy on 3-yr. time frame. Moderate risk tolerance.
Could you please rate them, separately, in terms of !. Risk 2. Growth potential ( MX and MG Canadian). Take credits accordingly. Thanks Jim

Q: Would you agree with a switch from AMZN to DIS for security and growth?